Verum Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Verum Partners’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.96M	Buy	22,315 +1,891	+9%	+$172K	0.37%	45
2025 Q4	$1.83M	Sell	20,424 -61	-0.3%	-$5.44K	0.37%	47
2025 Q3	$1.82M	Sell	20,485 -498	-2%	-$43.2K	0.39%	47
2025 Q2	$1.76M	Buy	20,983 +11,320	+117%	+$898K	0.4%	48
2025 Q1	$772K	Buy	9,663 +145	+2%	+$11.9K	0.21%	62
2024 Q4	$770K	Sell	9,518 -1,069	-10%	-$89.4K	0.22%	64
2024 Q3	$881K	Sell	10,587 -132	-1%	-$10.6K	0.26%	61
2024 Q2	$837K	Sell	10,719 -166	-2%	-$12.5K	0.27%	59
2024 Q1	$829K	Sell	10,885 -14,483	-57%	-$1.06M	0.29%	59
2023 Q4	$1.78M	Sell	25,368 -1,651	-6%	-$109K	0.71%	39
2023 Q3	$1.72M	Buy	27,019 +1,573	+6%	+$105K	0.77%	38
2023 Q2	$1.7M	Buy	25,446 +37	+0.1%	+$2.35K	1.54%	20
2023 Q1	$1.58M	Sell	25,409 -2,489	-9%	-$153K	1.69%	17
2022 Q4	$1.68M	Buy	+27,898	New	+$1.66M	2.07%	17

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Verum Partners's DGRW Position: Q1 2026 in Review

Verum Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 9.3% in Q1 2026, buying an estimated $172K and bringing the position to 22,315 shares worth $1.96M. The position accounts for 0.37% of the portfolio, ranked #45.

Verum Partners first reported a position in DGRW in Q4 2022 and has held it in 14 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Verum Partners held 22,315 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.96M as of Q1 2026.
Verum Partners bought 1,891 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $172K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.37% of Verum Partners's portfolio in Q1 2026, its #45 holding.
Verum Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 14 quarters since.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.